Reddit Posts
Stocks in New York are expected to fall on Monday due to concerns over a potential government shutdown
Why I believe TJX, which reports earnings this week, is a good stock pick
2023-04-11 Wrinkle Brain Plays - In the style of Abraham Lincoln
TJX Companies edges higher after comparable sales topper
Big Lots' Mom Likes TJX - Does WSB Also Like TJX?
2022-11-18 Wrinkle-brain Plays (Mathematically derived options plays)
$TJX SMA10 & SMA20 Crossover (7% Gainer) oceanalgorithm.com
Long Term Growth Shopping Lists Should include Apparel Stocks with Big Stories ( $NKE, $FBCD , $SKX, $LULU, $SFIX, $FTCH,$ TJX, $TGT) @TENAssociates
Alright bois gird your loins, TJX comin through…
G spot ↑ $BGRY ↑ logistics automation getting momo
G spot ↑ $BGRY ↑ logistics automation getting momo
What are your top retail shopping plays as we head into the final week/s of earnings?
M (Macy's) TJX (Owns TJ Maxx) E/R Yolo DD
Berkshire Grey is a killer pure play warehouse automation bet that nobody is talking about yet; just signed FedEx to join WMT as customers
$BIG - investing in something you don’t know to lose a lot of money
Here is a Market Recap for today Thursday, May 20, 2021
Here is a Market Recap for today Thursday, May 20, 2021
Mentions
Yeah, i have to add though, im a big fan of TJX. Best na-stock over the year for me, not tech, resistant when the market dumps, going up when the others do too. That would be the last na-stock I drop. Furthermote, KLA Corporation never disappointed either, good stock.
Not once, but yeah, u dump harder, ima give u that. Still made my port green due to TJX and indra sistemas, thx o7
US and international financial sector look okay right now. TJX, cyber security
Fell like TJX, Five Below, DS/DG all had a good year end. 🤞🏻
Everyone and their mother talking about nvda and here i am shivering cause TJX earnings in 2 minutes about to decide the fate of my port.
I did some research on stocks that tend to do well even during recessions. Some of the companies mentioned were WMT, COST, TJX, and auto parts retailers such as AZO and ORLY.
I swear fuck hedging, just buy TJX.
Walmart hitting $1T feels less like a hype moment and more like the market finally pricing what the business actually is... I ran a comp screen for companies with similar structural qualities to Walmart & not “retail vibes,” but the boring stuff that compounds: * scale * logistics and distribution advantages * steady ROE * consistent cash generation No surprise, names like HD, COST, TJX show up quickly. But what stood out to me is how long the market tends to treat these as “just retail” before eventually repricing them as something closer to infrastructure with cash flow. The pattern looks familiar: * Growth slows, expectations reset * Margins hold up better than expected * Cash keeps compounding * Multiple quietly expands * Suddenly it’s viewed as a platform, not a store Walmart just crossed that psychological threshold. The more interesting question (to me) is whether a few of the other large-scale, logistics-heavy names are earlier in that same arc. Not saying “next Walmart,” but the data suggests scale + distribution + pricing power still matter a lot, even when narratives change. Is this a one-off rerating, or do a few of these models still have room to surprise? Curious what others think..
stocks like WMT and MCD have historically done really well through downturns. When middle income consumer downgrades spending, WMT and MCD benefit. You'll also see this in overperformance of TJX, ROST, etc.
I cursed too soon at you TJX. When the world burns, you rise from the ashes!
If i had to pick a clothing retailer it would be TJX. Chart looks solid
i bought all the gummy worms and bears off the shelves from Sierra. buy $TJX
lol yall get a 1% pullback and freak the fuck out. No wonder you’re all poor lmao Also, if you can’t handle drawdowns, maybe don’t full port tech stocks only. Balance with some high quality defensives like Johnson & Johnson, RTX, Caterpillar, Walmart, Coca-Cola, Procter & Gamble, PepsiCo, McDonald’s, JPMorgan Chase, Visa, Berkshire, Exxon, Lockheed, General Dynamics & TJX. Or just keep being regards. Whatever
They have different quality tiers with different distribution end points. The highest quality goes to sponsored athletes and the “official” UA stores and maybe some higher end sporting goods stores. Then a tier for the large sporting goods franchises which might have a blend of the high end stuff and another tier which is the UA outlet stores and the discount stores (inc. TJX companies) which used to be overstock but now a mix of ordered and overstocked. Anywhere in the states with an outlet mall that is still alive; you’ll find a similar model from those brands that seem to be at every outlet (Gap, North Face, Nike, Columbia, etc)
Google, Amazon, Microsoft, NVIDIA, Broadcom, Meta, Apple, TSMC, ASML, AMD, Micron, AppLovin, Eli Lilly, JPM, Berkshire, Visa, Walmart, Exxon Mobil, GE Aerospace, GE Vernova, RTX, Palantir, Uber, Amphenol, CrowdStrike, Johnson & Johnson, Arista Networks, Lam Research, Cisco, KLA Tencor, TJX, Procter & Gamble, Coca Cola, McDonald’s, FirstSolar, Albemarle, Credo, NextEra, Constellation, Shopify, SalesForce, UNH, Abbott, McKesson, Thermo Fisher, Novo, Intuitive Surgical, Applied Materials, Analog Devices, MP Materials, Linde, Williams Co., Marathon, Chevron, Shell, ConocoPhillips
Why do you say TJX? Recession coming and people going to cut down on expensive products and buy cheap?
24% with primary investment in TJX, Rolls Royce and Ford
TJX and DG was a thesis I had on the American economy / consumer spend going down… both are up but didn’t buy into them since this was my first year in the market… was just an idea I had and wanted to see if it would play out… too 3 holdings now are Google, NVDA, UBER,
KSS and ANF have ripped up 50% in 2 days. WMT is up 8%. ROST up 12%. TJX up 5%. Been a good few weeks for Consumer staples.
TJX been growing over the years like a tech stock LMAO
What are the best stocks to buy in a recession besides GLD? On my list are WMT, MCD, TJX. Whatelse? May be gun stocks? SWBI?
What are the best stocks to buy in a recession besides GLD? On my list are WMT, MCD, TJX. Whatelse?
What would you buy on this dip? Take your pick and yes one is not like the other. IBM vs. GOOGL vs. NVDA vs. TJX
Should’ve rotated into safe havens like TJX
anyone taking TJX puts this morning?
TJX with a nice pop before market open.
TJX beat ER and raised guidance… make sense middle and lower income folks gravitate to discount stores
You’re right it’s not apples to apples but my personal thesis is that the K shaped economy is going to be with us for a long time and TJX is in prime position to continue growing. They’re even raising guidance next year at a time when retailers are sounding the alarm left and right.
TJX is specifically targeting a frugal spend demographic rather than Americans at large, let alone the type of retailer, so it's not quite apples to apples.
TJX doing just fine. IMO it’s one of the best long term holds in the market in general but too expensive right now. I was hoping it may sell off after earnings but it looks like that won’t be the case.
Really curious how TJX and does tomorrow. Hopefully tells us consumer is still buying. What do you think about Abercrombie? I’m in gap and a lot of it has to do with your posts. I’m in Abercrombie for next week it just seems dumb not to be. They have minimal debt a PE of 3 and good quality clothes that my millennial friends are wearing again. The chart is crazy how bad it sold off. Seems obvious of a play to me. If gap works I’ll be increasing my Abercrombie calls significantly.
Yep my 18 calls are waiting patiently. We’ll see how TJX does tomorrow that’ll help get some clarity. If GAP gaps up I’ll be taking a portion of earnings right into Abercrombie next week.
We’ll see Friday. Last chance to enter if you are eager. I’m curious. Tomorrow will be enlightening with TJX.
They do, that’s why TJX
TGT, TJX, Lowe's earnings in the morning NVDA, PANW earnings in the evening
- TGT puts - TJX calls - NVDA calls today, re-eval tomorrow.
NVDA is the 200 call as I said, the TGT is 85 put and TJX is the 150 call. All Dec exp.
What is the strike price for TGT, TJX. NVDA?
I’m long but it’s super hated rn WMT and TJX numbers not much better than TGTs but both trade at PEs in the 30s..market treats TGT like KSS…walk around the two and you’ll see they aren’t the same…believe it will go up, just don’t know how long it will take…my other comeback plays UPS and NKE seem to pop on earnings and then give it back settling back to hated status so I could see that happening..gl
Absolutely but I’m only gonna do leaps now. Consumer stocks may catch a bead next few weeks imma try that like LULU BROS NKE TJX ???
One is TXJ, for the simple reason that my gf will always shop at TJX. And after further research, TJX is resilient to economic downturns even during recessions. Upon further research of why, women just won’t stop shopping there no matter the weather. Bought immediately!
TJX, they do share buybacks and thrive while other things are failing
Walmart is also now actively targeting high net worth individuals because even the rich are trading down to Walmart for groceries. On the other end you have Amazon entering white label which will easily match or beat the premium prices that Target tries to charge over Walmart for the same thing. Targets are also much more concentrated in urban areas which means theft. I doubt Target exists in 10 years, they are just Kmart. They can't beat Dollar stores and Walmart on price and they can't beat TJX/Home Goods/etc on quality.
[Yesterday I gave you 400% option](https://www.reddit.com/r/wallstreetbets/comments/1np84xb/comment/nfy8cz3/?context=3&utm_source=share&utm_medium=web3x&utm_name=web3xcss&utm_term=1&utm_content=share_button) and I got made fun of. Today: $TJX 143c 09/26 .30
My portfolio jumped 11% today. Green in all 5 of my positions. COIN, MA, RGTI, SPCE, and TJX. I do also feel like we will see a dump after tomorrow. I think there will be no surprise since everyone is expecting cuts and initial targets have been hit in S&P and Nasdaq. I do think we rally October to New Year.
TJX at 140 / sh, mein gott. the company never loses
Sell that shit. Buy Costco and TJX. You're welcome.
TJX is one to consider. That’s the parent company for Marshall’s and TJ Maxx stores, retail clothing and housewares. They’ve been making serious money and the stock has been steadily climbing
Beating the index isn’t that hard if you don’t mind taking on risk. Hold SP500 ETF or all market ETF, some QQQ, and some high quality companies like MA, MSFT, LLY, TJX, NVDQ. But you have to follow your portfolio closer.
LLY, WM, TJX, I think CELH could do well following their Alani acquisition
They have their own outlets, they don’t need TJX. I went to two Lulu stores yesterday. Almost nothing sale. Jobs numbers are showing an economy struggling. This is the real reason demand has been hit.
GOOD LUCK - obviously you do not have an exit strategy to control downside risk. The biggest issue for me - decreased same store sales in their strongest market. For me, it means that will discount severely and off-load inventory to companies like TJX. I will sit out until \~$100/share area as I stated in one of [my earlier posts](https://www.reddit.com/r/stocks/comments/1mpvsyz/comment/n8qeci5/?utm_source=share&utm_medium=web3x&utm_name=web3xcss&utm_term=1&utm_content=share_button) \- my females friends have not steered me wrong.
I’m long a September 30 QQQ put spread; 550/525. Now, I’ve lost more than 1/3 of my purchase price but in addition to a full allocation in GDX I’m comfortable in holding onto my longs which I call the best of breed stocks in software, semi’s; WMT, UBER, META, NVDA. Oh, can’t forget TJX , XLU & XLC. And so it goes.
$TJX and $ROST are making me feel semi unpleasant about my $BKE short. However, $BKE is a private label brand that imports 50% of their inventory from a factory in Mexico. Who knows, see everyone at the casino tomorrow.
Good point. Ross should be more correlated with TJX than everything-stores
I see no path to a turnaround for them: * Can't compete with Walmart / Costco on price * Can't compete with Amazon online * TJX taking over their home goods niche * Brand irreversibly tarnished by politics * Easiest company in the universe to boycott * New CEO is a copy paste of the outgoing CEO Amazing how they managed to completely dismantle the business in less than 5 years. The demise of Target will be a cautionary tale in retail for years.
That's incredible! We need more days like this! While tech is being decimated... other sectors are attracting all the money! Berkshire, AZN, MRK, ... TJX, DOW, UL, ABBV, ...
Same sector, TJX had a strong earning report and is up well. Certain companies are well positioned in the markets.
Shoot, January TJX just breaking $120. Today it breaks $140
Idk why I can’t post the photo but I just made 5500 off of 10 calls at 134 for TJX. Normally, I wouldn’t do this either and stick to SPY but because it’s been stuck, it’s good to do these earnings. I just did my bet for WMT for tmr and since SPY is dropping the way it is, I’ll probably go back on Friday.
thanks everyone for the insight on TGT and TJX; got a 2-for-1 this morning
I would add TJX is also killing them. Actually I went to TJX to buy a new stock pot. Same pot was in TGT but was $40 cheaper. Glad the stores are right next to each other.
Nice TJX if anyone else has calls with me
What about TJX? They've beat or matched estimates for the last few quarters
TJX TGT ripping at open.
What do you think about TGT and TJX? Earnings reports coming out premarket tomorrow. Buy calls?
I called for 15 shares of TJX for $143 . Hoping it goes well tomorrow
Got everything on TJX and Este Lauder puts for tomorrow AM
Whatever TJX does tomorrow, I will trade ROST based on that.
Word saw that TJX has having their earnings tomorrow, hope it’s big my guy …. They have my parents
I’m so conflicted on TGT, TJX, and EL. Calls, puts, straddles, or calendars someone tell me the move
not with TGT nah. TJX, maybe.
TJX call bc people shop there for cheap shit which will still be cheaper even with tariffs then other more expensive retailers
TJX Sept options seem cheap. Grabbed an ATM put 🤷♂️ yolo
TJX puts, most of those chicks are shoplifting.
Calls for TJX anyone? Earnings tomorrow n they only missed earnings once in the last two years..
Anyone betting downside on TJX? Feel like major pullback bound to happen but may be next er
HD strangles TGT puts WMT calls ROST calls TJX calls
PANW callls, INTU calls, ZIM calls, TJX won't move, AEO puts
What’s the play for Monday? I’m thinkin of TJX calls
So RCAT earnings are aftermarket today? or? I'm confused. Also TJX for next week anyone?
All the largest corporations in the US tend to be left of center, and show lots of support for more progressive social causes. It used to be that they would stay out of politics, but that all started to change around 2010. Traditionally the wealthiest individuals and corporations were firm supporters of the Democratic Party, and that’s become even more true since 2016. Companies like Delta, Coca Cola, JP Morgan, Google, Apple, Microsoft, Target, TJX, Amazon, Unilever, Blackrock, et cetera. While companies will send donations to various causes, these companies mostly donate to Democratic candidates, and also all champion progressive social causes. That doesn’t mean they’ll refuse to work with Republican administrations, but they are very vocal about where they stand.
BRK.B with a boatload of cash, CSU(Constellation Software), and TJX (T J Maxx).
Costco, Walmart have lost some momentum. Add TJX and some other consumer products cos. I’m long all 3 and are core holdings of mine. I can’t foresee people canceling their Costco membership; Walgreens will be able to maneuver with their suppliers to deal best with the tariffs; TJX has zero exposure to tariffs as their merchandise was first purchased elsewhere. JMO
Looks like it's related to Murkowski switching to a "yes" vote on the Big Beautiful Bill. The BBB helps people who actually pay income taxes. The retailers that appeal better to taxpayers like Target, Kohl's, Best Buy, even Abercrombie are doing very well today. Walmart and Dollar General, who appeal more to non-taxpayers, are not surging. TJX is another "taxpayer" store and it's up around 2%, but that's coming from a higher price to book baseline. I'm thinking Costco is the odd man out because it's already significantly over-valued.
I’d like an opinion on TJX, and if there’s a technical trader here, how does their chart look? Thanks in advance.